-22.7%
HD vs VEU
+24.4%
-47.2%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.8% | -0.3% | -0.6% |
| 7D | -1.8% | +0.3% | -2.1% | -2.0% |
| 30D | -10.8% | +0.7% | -11.5% | -11.2% |
| 3M | -2.7% | +4.7% | -7.4% | -5.4% |
| 6M | -10.3% | +11.6% | -21.9% | -17.2% |
| YTD | -7.8% | +16.8% | -24.6% | -17.3% |
| All | -22.7% | +24.4% | -47.2% | -33.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded VEU wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling